Tiffany Roussel
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Recent activity by Tiffany Roussel Sort by recent activity-
Field on Job Details tab needed for 'Comments' or 'Description'
Would like an additional field on the job details screen for 'Comments' or 'Description' for the job that could then be pulled onto the grid. We have many use cases for the need that helps to quick...
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UTC Time Zone Affects 'Date Assigned'
We would like the 'Date Assigned' when moving jobs through a workflow to pull from from our time zone (CST). We are running into issues with internal firm deadlines especially during tax season. Ex...
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Changing Note Type - Do not clear the note
CompletedNeed the ability to change the note type from job to job without it clearing the original note.
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Complete Job Notes in Multiple
CompletedNeed the ability to complete jobs notes more than one at a time. Very tedious right now, especially on larger jobs with dozens and dozens of notes.
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Expense/Disbursement Icon on Mobile Device
Not plannedWhen accessing PE on a mobile devise, the Camera icon takes you to the Expense/Disbursement page. Confusing at first as a user could think its a shortcut to 'Take a Photo'. Thinking a different ico...